PEARL WEALTH LLC
CRD #299508 SEC #801-121119 PORTLAND, OR (503) 223-2539
SEC Registered
Total AUM
$149.1M
Discretionary
$139.9M
Employees
4
Clients
10
Accounts
338
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLE, GRETCHEN, LYNNE | I | MEMBER | NA | |
| COLE, GRETCHEN, LYNNE | I | MEMBER | NA | |
| COLE, GRETCHEN, LYNNE | I | MEMBER | NA | |
| COLE, GRETCHEN, LYNNE | I | MEMBER | NA | |
| COLE, GRETCHEN, LYNNE | I | MEMBER | NA | |
| COLE, GRETCHEN, LYNNE | I | MEMBER | NA | |
| COLE, GRETCHEN, LYNNE | I | MEMBER | NA | |
| COLE, GRETCHEN, LYNNE | I | MEMBER | NA | |
| ALLEN, KORI, LINN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KORI, LINN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KORI, LINN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KORI, LINN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KORI, LINN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KORI, LINN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KORI, LINN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KORI, LINN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (5)
CA CO NY OR WA
Address
915 NW 19TH AVE SUITE FPORTLAND, OR 97209
United States
Phone: (503) 223-2539